Intergy Private Wealth’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.77M Sell
91,980
-246
-0.3% -$23.4K 2.99% 8
2025
Q1
$7.41M Sell
92,226
-1,629
-2% -$131K 2.82% 8
2024
Q4
$8.25M Buy
93,855
+1
+0% +$88 3.08% 8
2024
Q3
$7.78M Sell
93,854
-200
-0.2% -$16.6K 2.96% 8
2024
Q2
$7.54M Sell
94,054
-691
-0.7% -$55.4K 3.11% 8
2024
Q1
$6.93M Sell
94,745
-258
-0.3% -$18.9K 2.85% 8
2023
Q4
$6.18M Buy
95,003
+4,209
+5% +$274K 2.67% 9
2023
Q3
$5.38M Buy
90,794
+3
+0% +$178 2.69% 9
2023
Q2
$5.54M Sell
90,791
-597
-0.7% -$36.4K 2.71% 8
2023
Q1
$5.06M Sell
91,388
-679
-0.7% -$37.6K 2.83% 8
2022
Q4
$4.67M Sell
92,067
-7,363
-7% -$373K 2.92% 8
2022
Q3
$4.98M Buy
+99,430
New +$4.98M 3.53% 6